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Jason Mathes Schnarr

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 2688098

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-23
IN RA APPROVED 2023-11-14
  • TX RA
    APPROVED
    Since 2024-02-23
  • IN RA
    APPROVED
    Since 2023-11-14

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 08/1995 Present
Charles Schwab Bank, Ssb Miamisburg OH 02/2005 09/2023
Schwab Wealth Advisory Indianapolis IN 09/2023 Present
  • 08/1995 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 02/2005 → 09/2023
    Charles Schwab Bank, Ssb
    Miamisburg, OH
  • 09/2023 → Present
    Schwab Wealth Advisory
    Indianapolis, IN
Other Businesses

REAL ESTATE/PROPERTY MANAGEMENT | NOT INVESTMENT RELATED | MIAMISBURG, OHIO | START DATE 04/01/2009 | OWNER, RENTAL PROPERTY | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-12-22
  • S63 Uniform Securities Agent State Law Examination
    1995-12-22
Other Names
  • Jason Schnarr

View on SEC IAPD

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Nearby Offices

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